Peter Boockvar

I'm assuming tariff induced as there were big monthly price increases in anything related to the home in the CPI data. Overall, the prices of 'household furnishings and supplies' rose 1% in June from May with 'window/floor covering' prices jumping by 4.2% m/o/m, furniture/bedding…

Wow

Maybe not such a good idea

Peter Boockvar on Massive Discrepancies Between the Real Economy and the Stock Market - Clear Commodity Network @pboockvar clearcommodity.net/podcasts/minin…

CRB Raw Industrials index quietly at the highest level since February 2023.

Good lay of the global land on the labor market from Manpower earnings call: “When we last reported our Q1 results in April, we spoke at a time of heightened uncertainty, particularly surrounding trade negotiations and their potential impact on the global economy. At that point,…

The S&P 500’s Mag7 drives most of 2025’s earnings growth, the other 493 are lagging way behind. As tariffs rise and inflation pressures mount, which companies can pass on higher costs? @GuyAdami and @pboockvar break down the latest Earnings Insight on @MRKTCall WATCH:…

Gold (+28%) and Bitcoin (+26%) are now the top performing major assets so far in 2025. We’ve never seen these two in the #1/#2 spots for any calendar year. $GLD $BTC Video: youtube.com/watch?v=3urqLB…

Warren Buffett now owns an astonishing 5.1% of the entire U.S. Treasury Bill Market 🚨🚨🚨

Everyone Wants to be the Next Michael Saylor @JeremySzafron speaks with Peter Boockvar @pboockvar (Chief Investment Officer of Bleakley Financial Group, @bleakleygroup) about the current market, #gold, and #Bitcoin. @saylor

"Inflation is here...the question is where it is in the supply chain," says @pboockvar. He believes next week's inflation report could be a leading indicator. cnbc.com/video/2025/07/…

From the Helen of Troy conference call yesterday, the maker of everything from backpacks, hair dryers, brushes, among other things, and in response to higher tariff costs: "We are implementing and have them ready to go and essentially lined up with the retailers to implement an…

A great interview with a legend

"Just to put some perspective of what a $4 Trillion market cap looks like when compared to the world economy. It is 3.6% of global GDP and for perspective, at its March 2000 market cap peak of about $550, Cisco was 1.6% of global GDP at the time:" @pboockvar

The global aversion to taking on too much bond duration continues on today as 30 yr yields in Japan, UK, Germany, France and the US, to name a few, all higher with European yields in particular at that maturity around the highest since 2011. 30 yr German yield

"We've essentially DOUBLED the corporate income tax rate..." @pboockvar talks tariffs and the knock-on effects companies are just starting to feel💰

"Domestic investors have actually been given a gift with higher interest rates," says @pboockvar: cnb.cx/3Ih21Xq

Making achievement look effortless. For more than 2 decades, @rogerfederer redefined tennis excellence. Behind every win was a lifetime of hard work and an unrelenting pursuit of perfection. We are proud to celebrate his legend. REACH FOR THE CROWN. #RolexFamily #Reachforthecrown

Would have been cool to be there

As a resident of NJ, I’m all for this